A Business Performance Partner is a dedicated financial partner who works alongside your accountant to provide the strategic financial leadership your business needs to grow. They deliver financial forecasting, performance reporting, and strategic advice on an ongoing basis, giving you CFO-level thinking without the cost of a full-time hire. You may have heard this role referred to as a Virtual CFO or vCFO. At Findex, we call it Business Performance because that is what it is designed to deliver.

A Business Performance Partner works with businesses with annual turnover between $2 million and $25 million. If your finance function begins and ends with a bookkeeper, this service was designed for you. 

You are likely the right fit if: 

• Your finance function is limited to a bookkeeper or accountant focused on GST and compliance. 

• You are growing and want to understand whether your cost structure and pricing can support that growth. 

• Cashflow is under pressure and you are not sure why or how to fix it. 

• You are planning a significant business event: expansion, a capital raise, a restructure, succession, or sale. 

• You feel like you are making decisions without the financial context to make them confidently.

Yes. If you have been searching for Virtual CFO services in New Zealand — including Virtual CFO services in Auckland, Wellington, Christchurch, Hamilton or Tauranga — a Findex Business Performance Partner is exactly what you are looking for. We use the term Business Performance because it more accurately reflects what this work delivers: ongoing business performance management, strategic advice, and accountability built around your goals.

Business performance indicators are the metrics that tell you whether your business is on track. Unlike standard financial reports which look backwards, the right indicators give you a forward-looking view helping you spot problems early, identify opportunities, and make better decisions. Common indicators include gross profit margin, net profit margin, cashflow conversion, debtor days, and revenue per employee. Business Performance consulting helps you identify which indicators matter most for your business and tracks them on a regular cadence.

Pricing varies depending on the size of your business, the complexity of your finances, and the level of service you need. Our Business Performance services are structured around your specific goals and delivered on a flexible engagement model. Speak to one of our specialists to understand what is right for your business.